| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $126 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 1 | $127 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $252 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 2 | $252 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2 | $253 | 0.00% | +2 | New |
| SRS Capital Advisors, Inc. | 4 | $505 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 4 | $505 | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 4 | $505 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 5 | $601 | 0.00% | +1+25.0% | Added |
| Whittier Trust Co of Nevada Inc | 5 | $630 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 6 | $757 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 6 | $776 | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 7 | $883 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $883 | 0.00% | +1+16.7% | Added |
| Raleigh Capital Management Inc. | 7 | $883 | 0.00% | +1+16.7% | Added |
| Valley National Advisers Inc | 15 | $1.00K | 0.00% | +4+36.4% | Added |
| Roble, Belko & Company, Inc | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 8 | $1.01K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 9 | $1.14K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 9 | $1.14K | 0.00% | +6+200.0% | Added |
| Cassady Schiller Wealth Management, LLC | 10 | $1.26K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 10 | $1.26K | 0.00% | +10 | New |
| Central Trust Co | 10 | $1.26K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $1.37K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 11 | $1.39K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 11 | $1.39K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12 | $1.51K | 0.00% | +12 | New |
| Wetzel Investment Advisors, Inc. | 12 | $1.60K | 0.00% | +12 | New |
| Kelly Financial Services LLC | 13 | $1.64K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 13 | $1.64K | 0.00% | +1+8.3% | Added |
| Versant Capital Management, Inc | 14 | $1.77K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 15 | $1.89K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 19 | $2.40K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 20 | $2.52K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 20 | $2.52K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 22 | $2.77K | 0.00% | −164−88.2% | Reduced |
| Ronald Blue Trust, Inc. | 25 | $3.15K | 0.00% | −22−46.8% | Reduced |
| Bell Investment Advisors, Inc | 25 | $3.15K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 25 | $3.15K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 25 | $3.15K | 0.00% | +25 | New |
| Breakwater Investment Management | 25 | $3.15K | 0.00% | +25 | New |
| Bogart Wealth, LLC | 27 | $3.41K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 27 | $3.41K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 29 | $3.66K | 0.00% | +3+11.5% | Added |
| Caldwell Trust Co | 30 | $3.78K | 0.00% | −834−96.5% | Reduced |
| Sawyer & Company, Inc | 30 | $3.78K | 0.00% | +30 | New |
| Whittier Trust Co | 31 | $3.91K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 34 | $4.29K | 0.00% | +34 | New |
| Central Bank & Trust Co | 36 | $4.54K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 38 | $4.79K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 39 | $4.92K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 39 | $4.92K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 36 | $5.00K | 0.00% | +4+12.5% | Added |
| RFP Financial Group LLC | 49 | $6.18K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 50 | $6.31K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 50 | $6.31K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 52 | $6.56K | 0.00% | +6+13.0% | Added |
| JFS Wealth Advisors, LLC | 52 | $6.56K | 0.00% | +46+766.7% | Added |
| DekaBank Deutsche Girozentrale | 54 | $7.00K | 0.00% | −146,416−100.0% | Reduced |
| Plato Investment Management Ltd | 56 | $7.06K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 59 | $7.44K | 0.00% | −10−14.5% | Reduced |
| Bullock Wealth Management Group | 65 | $8.28K | 0.01% | +65 | New |
| Security National Bank | 70 | $8.83K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 71 | $9.00K | 0.00% | +4+6.0% | Added |
| Prestige Wealth Management Group LLC | 74 | $9.34K | 0.00% | −5−6.3% | Reduced |
| Zions Bancorporation, N.A. | 79 | $9.96K | 0.00% | −9−10.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 82 | $10.3K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 86 | $10.8K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 87 | $10.9K | 0.00% | −24−21.6% | Reduced |
| CoreCap Advisors, LLC | 92 | $11.6K | 0.00% | +92 | New |
| Smartleaf Asset Management LLC | 95 | $11.8K | 0.00% | +66+227.6% | Added |
| Citadel Advisors LLC | 94 | $11.9K | 0.00% | −21,569−99.6% | Reduced |
| Albion Financial Group | 100 | $12.6K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 100 | $12.6K | 0.00% | 00.0% | Unchanged |
| Park Circle Co | 100 | $12.6K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $12.6K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 100 | $12.6K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 103 | $13.0K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 100 | $13.0K | 0.00% | +100 | New |
| Massmutual Trust Co FSB | 108 | $13.6K | 0.00% | +24+28.6% | Added |
| GHP Investment Advisors, Inc. | 110 | $13.9K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 118 | $15.0K | 0.00% | +24+25.5% | Added |
| Jamison Private Wealth Management, Inc. | 119 | $15.0K | 0.00% | +63+112.5% | Added |
| Register Financial Advisors LLC | 120 | $15.1K | 0.01% | +120 | New |
| Trivant Custom Portfolio Group, LLC | 125 | $15.8K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 128 | $16.1K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 135 | $17.0K | 0.00% | −42−23.7% | Reduced |
| Liberty One Investment Management, LLC | 138 | $17.4K | 0.00% | +3+2.2% | Added |
| Bartlett & Co. Wealth Management LLC | 140 | $17.7K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 140 | $17.7K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 150 | $18.9K | 0.00% | −3−2.0% | Reduced |
| Groupama Asset Managment | 150 | $18.9K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 148 | $19.0K | 0.00% | −75−33.6% | Reduced |
| Continuum Advisory, LLC | 140 | $19.5K | 0.00% | +140 | New |
| DHJJ Financial Advisors, Ltd. | 156 | $19.7K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 161 | $20.3K | 0.01% | −133−45.2% | Reduced |
| IAG Wealth Partners, LLC | 162 | $20.4K | 0.00% | −200−55.2% | Reduced |